Centurion Financial Strategies LLC
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 316454
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI78.22%
- Individuals19.46%
- Pension & Profit Sharing Plans2.03%
- Other0.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Centurion Financial Strategies LLC is an independent registered investment adviser organized as an LLC that serves individual, family and select institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses and bills clients on a percentage-of-assets and hourly basis. It does not present itself as an ESG specialist, a multi-state adviser, a pension consultant or a capital allocator. Centurion maintains ties to insurance and real estate broker firms, which informs its use of annuities and real-estate-related investment opportunities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents11%
- Exchange Traded Equities3%
Owners & executives
1 of 1
David Denniston
Managing Partner and Chief Investment OfficerCRD 4697676
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3600 American Blvd W
- Time zone
- CT (UTC-6)
- Office locations
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